Recently, the U.S. Treasury market has witnessed a massive wave of sell-offs, attracting significant attention from all sectors. Initially, the market generally cast suspicious eyes toward China; however, the latest survey results were shocking: the main force behind this sell-off of U.S. Treasuries is neither China, one of the largest holders of U.S. debt, nor Japan, a traditional major holder of U.S. Treasuries.Click to enter the exclusive group of Binance's top KOLs
In fact, this intense sell-off of U.S. Treasuries is the core factor that led to the swift demise of the 'Trump Global Tax' within just two days. The driving force behind this event is not a sovereign nation's government but rather the super capital groups that control the lifeblood of liquidity in the global financial market. These capital giants occupy a crucial position in the global financial system, akin to a 'global headquarters,' possessing immense influence and decision-making power. Their direct involvement in the U.S. Treasury sell-off is neither coincidental nor a standard portfolio adjustment, but rather carries profound significance. This action sends out a strong and clear signal: global capital's confidence in the U.S. economic outlook and financial stability is sharply declining, raising serious doubts about the future investment value of the U.S.
This large-scale reverse operation initiated by top capital groups is like a heavy hammer, directly shaking the cornerstone of confidence in the U.S. financial market. From a financial logic perspective, the implementation and continuation of government policies largely depend on market confidence and the support of the capital forces behind it. The fact that even the core capital that has long supported the U.S. financial system has chosen to exit undoubtedly undermines the foundation of relevant U.S. policies, forcing a rapid adjustment. This is not because the U.S. government subjectively does not wish to maintain its original policy direction, but rather due to the overwhelming reality of capital's mass withdrawal, it has become powerless to support.
Currently, the true crisis triggered by the U.S. Treasury sell-off event does not merely focus on who initiated the sell-off, but rather reflects a deeper, more severe issue: the United States, which has long dominated the global financial market, is gradually losing its strong appeal and calling power over global capital. Once, the U.S. attracted a continuous influx of global capital with its stable economic growth, sound financial system, and strong technological innovation capabilities, becoming a hotbed for capital's firm bets. However, numerous signs now indicate that this charm is gradually dissipating. If the U.S. wishes to restore global capital's confidence and regain its former dominance in the financial sector, it faces unprecedented challenges and urgently needs profound reflection and significant adjustments in economic policy, financial regulation, and international cooperation.
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